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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,972 | $100,139+52.8% | $85,187+79.6% | $145,884+4.9% |
| Participation rate | 61.1% | 74.1%-13.0pp | 67.5%-6.4pp | 80.3%-19.2pp |
| Annual return | 12.97% | 84.15%-71.2pp | 66.67%-53.7pp | 551.85%-538.9pp |
| Employer contribution / active EE | $909 | $3,238-71.9% | $2,732-66.7% | $4,662-80.5% |
| Participant deferral / active EE | $3,324 | $5,296-37.2% | $4,525-26.5% | $6,690-50.3% |
| Admin fee / account holder | $405 | $7,262-94.4% | $6,162-93.4% | $13,392-97.0% |